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INVESTMENT CONSULTANT Resume Example

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INVESTMENT CONSULTANT
  • www.linkedin.com/in/patrickngongo
Professional Summary

Dynamic financial professional who has achieved success in a variety of roles with increasing levels of responsibility. Well adept to cultivating relationships through outstanding interpersonal, analytical and organizational skills. An effective implementer of Consultative Selling that is genuinely passionate about financial planning.

Skills
  • FINRA Series 7 and 66 Licenses
  •  VA Life and Health
  • Expert in financial analysis, financial planning and investments.
  • Proficient in Money Guide Pro
  • Proficient in Siebel CRM and Salesforce
  • Exceptional sales skills
  • Strong problem-solving capabilities
  • Energetic and proactive
  • French-speaking
Work History
INVESTMENT CONSULTANT, 04/2015 to Current
 TD Ameritrade – Washington DC
  • Served as the Relationship Manager for over 300 High-Net worth Individuals and business, providing complex, tailored solutions.
  • Assessed and advised clients and prospective clients on products and services best suited to meet their financial goals, generating new sales opportunities.
  • Particularly focused on Money Management and Retirement Planning.
  • Consistently exceeded sales goals by following a well-defined adaptable process.
RETIREMENT PLAN SPECIALIST, 11/2014 to 04/2015
 BLUEPRINT FINANCIAL GROUP-Northwestern Mutual – Reston, Virginia
  • Spearheaded the acquisition of several multi-million retirement plans through the meticulous preparation and presentation of Request for Proposal.
  • Collaborated effectively with several national vendors and plan providers in order to negotiate savings within the book of business.
  • Responsible for overseeing participant education and providing guidance to participants of over 25 companies within book of business.
Investment Solutions Representative, 04/2011 to 11/2014
 FIDELITY INVESTMENTS – Jacksonville, Florida
  • Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.
  • Sold financial products including wrap accounts, bonds and mutual funds.
  • Answered clients' questions about the purposes and details of financial plans and strategies.
RESEARCH ANALYST, Brandt Information Services

Education
Bachelor of Science: Finance, 12/2010
 The Florida State University - Tallahassee, FL
  • Coursework in International Finance and Economics
  • 3.42 GPA
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Resume Overview

Companies Worked For:

  • TD Ameritrade
  • BLUEPRINT FINANCIAL GROUP-Northwestern Mutual
  • FIDELITY INVESTMENTS
  • Brandt Information Services

School Attended

  • The Florida State University

Job Titles Held:

  • INVESTMENT CONSULTANT
  • RETIREMENT PLAN SPECIALIST
  • Investment Solutions Representative
  • RESEARCH ANALYST

Degrees

  • Bachelor of Science : Finance , 12/2010

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